See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,424 | $73,933-90.0% | $96,683-92.3% | $75,163-90.1% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 26.81% | 26.70%+0.1pp | 35.69%-8.9pp | 160.62%-133.8pp |
| Employer contribution / active EE | $1,245 | $2,928-57.5% | $3,737-66.7% | $2,670-53.4% |
| Participant deferral / active EE | $1,993 | $3,659-45.5% | $4,878-59.2% | $4,125-51.7% |
| Admin fee / account holder | $232 | $5,216-95.5% | $6,730-96.6% | $5,651-95.9% |